Job Description

Recruit UK are working on an excellent opportunity for an experienced Technical Administrator in Southampton to join an Independent Financial Advice practice.

The role will involve working alongside the paraplanning and admin team, duties will include but not be limited to:

• Supporting paraplanning team with research
• Supporting paraplanning team with recommendations
• Database work
• Client documentation
• Diary entries
• Compliance
• Obtaining illustrations
• New business submission
• Client servicing
• Preparing review packs
• Sending letters
• Sending valuations, and other relevant documents to the clients

The ideal candidate:

• Experience with Pension, Investment, and Protection products
• 2 years + experience in a Financial Services Admin role
• Experience in some report writing/ preparing recommendations
• Understanding of the financial planning processes
• Understand the importance of compliance and regulatory procedures

What’s in it for you?

• Salary £26,000 (negotiable dependent on skills and experience)
• 25 days holiday (plus bank holidays)
• Healthcare cash plan
• 5% matching pension contribution
• Income protection
• Ongoing study and exam support
• Currently working from home until 2021
• Some flexibility to work from home when back in the office

Required Knowledge, Skills, and Abilities

2 years’ experience in an IFA Administration role (desirable from IFA must be within Financial Planning/Wealth Management) Experience with the technical administration eg report writing/recommendations Excellent communication skills, both written and verbal Team player Interest in working towards CII exams if you’ve not already completed them